How to set up account to be able to go add cash at atm

QuickBooks Online (QBO) is primarily intended for recording purposes, Adam. We can dive into the details together to gain deeper insights and address your question.

Depositing cash into your QBO account via ATMs is currently not an option. The software is only used to track funds placed into your financial account.

If you mean depositing cash into your physical bank account, I suggest contacting your bank for assistance. They can also advise you on which ATMs are suitable for cash deposits.

After making a successful deposit, you can proceed to these steps to record it in QuickBooks if you haven't set up an online bank feed:

1. Click the +New button, then Bank Deposit.
2. Choose the account you want to deposit money into from the Account dropdown and the date in the Date field.
3. Select the transactions under Select the payments included in this deposit.
4. Scroll down to Add funds to this deposit section and fill in the necessary details.
5. Review the total amount, ensuring it matches your deposit slip.
6. Click Save and close or Save and new.

For more information, refer to this article: Record and make bank deposits in QuickBooks Online.

Otherwise, all you have to do is categorize the downloaded entry for accurate reporting and tax calculation.

If you have QuickBooks Checking, you can only utilize your QuickBooks debit card to add funds to your account at any participating CVS, Rite Aid, or Walgreens with the help of a cashier. Cash deposits via ATMs are also unavailable.

Moreover, the Deposit Detail report will help you review past bank deposits. This can be customized to display specific information depending on your business needs.

We're available anytime in the Community to respond to any additional concerns you have regarding handling and tracking cash deposits with QuickBooks. Please click the Reply button below to drop your queries in this thread.